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Insurance Account Assistant - Claims Assistant

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Under general supervision, responsible for routine tasks, established projects and routine problem solving in support of claims.

Functional job responsibilities may include:

  • Coordinating information flow to resolve accounting, audit, claims or underwriting questions/issues
  • Verifying, invoicing and processing insurance policies, endorsements and/or claims
  • Maintaining customer database on agency management system
  • Proofreading documents for accuracy and completeness
  • Answering incoming calls
  • Date stamping and processing mail, processing and sorting outgoing mail
  • Administering claim reports
  • Maintaining files according to policies and procedures guidelines
  • Preparing or requesting loss summaries
  • Preparing detailed insurance summaries
  • Assisting in reconciliation of accounts receivable by account

QUALIFICATIONS

  • 1+ year of experience interacting with people or customers 
  • Ability to follow policies, procedures, and regulations 
  • Intermediate Microsoft Office skills 
  • High attention to detail and accuracy 
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information 
  • Good verbal, written, and interpersonal communication skills 
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Effective organizational, multi-tasking, and prioritizing skills 
  • Good analytical skills

Job ID:

18778

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